SpringVest Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SpringVest Wealth Management’s Portfolio SCHG Stock Details SCHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$790K	Hold	27,121	–	–	0.54%	29
2025 Q4	$885K	Hold	27,121	–	–	0.62%	27
2025 Q3	$865K	Hold	27,121	–	–	0.64%	25
2025 Q2	$792K	Sell	27,121 -2,400	-8%	-$63.5K	0.64%	25
2025 Q1	$739K	Hold	29,521	–	–	0.61%	27
2024 Q4	$823K	Buy	+29,521	New	+$807K	0.7%	24

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

SpringVest Wealth Management's SCHG Position: Q1 2026 in Review

SpringVest Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 27,121 shares worth $790K. The position accounts for 0.54% of the portfolio, ranked #29.

SpringVest Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 6 quarters since. The position peaked at $885K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

SpringVest Wealth Management held 27,121 shares of Schwab US Large-Cap Growth ETF worth $790K as of Q1 2026.
SpringVest Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up 0.54% of SpringVest Wealth Management's portfolio in Q1 2026, its #29 holding.
SpringVest Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
SpringVest Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $885K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.